Anic Equity¶
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Total return since start: 0.552 %¶
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Equity now: -----------------------------> 47411.31 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46016.99 Kr¶
PnL: ---------------------------------------> -871.58 Kr¶
DD now: ---------------------------------> -2.506 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 10:49:32.329805'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -2.620000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| Beijer Electronics Group | 26 | -2.980000 | 3052.400000 | 81.400000 | 2.740000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Corem Property Group B | 59 | -1.670000 | 627.170000 | 50.170000 | 8.690000 | 576.999999 |
| SAAB B | 8 | 0.560000 | 3420.800000 | 43.800000 | 1.300000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -6.870000 | 394.500000 | 39.500000 | 11.130000 | 355.000000 |
| OEM International B | 7 | -1.370000 | 553.700000 | 25.700000 | 4.870000 | 527.999997 |
| Norva24 Group | 16 | -1.450000 | 563.840000 | 20.840000 | 3.840000 | 543.000000 |
| Eastnine | 4 | -0.630000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| HMS Networks | 2 | -3.540000 | 686.000000 | 13.000000 | 1.930000 | 673.000000 |
| Intrum | 4 | -2.390000 | 539.600000 | 12.600000 | 2.390000 | 527.000000 |
| MedCap | 2 | -2.910000 | 433.000000 | 12.000000 | 2.850000 | 421.000000 |
| Coor Service Management Hold. | 8 | -1.380000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| AcadeMedia | 12 | -0.720000 | 564.960000 | 7.960000 | 1.430000 | 557.000004 |
| Boozt | 12 | -3.620000 | 1660.800000 | 6.800000 | 0.410000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 568.050000 | 6.050000 | 1.080000 | 562.000005 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Swedbank A | 3 | -0.290000 | 565.500000 | 1.500000 | 0.270000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.640000 | 247.440000 | 1.440000 | 0.590000 | 246.000000 |
| Securitas B | 6 | -0.650000 | 570.600000 | 0.600000 | 0.110000 | 570.000000 |
| Resurs Holding | 22 | -0.840000 | 574.420000 | 0.420000 | 0.070000 | 573.999998 |
| Handelsbanken A | 5 | 0.650000 | 544.500000 | -1.500000 | -0.270000 | 546.000000 |
| Essity B | 2 | 0.350000 | 572.200000 | -1.800000 | -0.310000 | 574.000000 |
| Essity A | 4 | 0.170000 | 1146.000000 | -3.000000 | -0.260000 | 1149.000000 |
| Karnov Group | 9 | 0.000000 | 528.300000 | -7.700000 | -1.440000 | 536.000004 |
| Midsona B | 63 | -0.220000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| CTEK | 13 | -3.050000 | 517.400000 | -16.600000 | -3.110000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.400000 | 3425.480000 | -28.520000 | -0.830000 | 3453.999992 |
| Vivesto | 1368 | -0.580000 | 566.630000 | -46.370000 | -7.560000 | 612.999432 |
| International Petroleum Corp. | 5 | -4.190000 | 537.000000 | -57.570000 | -9.680000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.280000 | 3748.500000 | -101.500000 | -2.640000 | 3850.000000 |
| Axfood | 13 | -0.360000 | 3615.300000 | -140.700000 | -3.750000 | 3756.000001 |
| OX2 | 18 | -2.120000 | 1494.900000 | -169.100000 | -10.160000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.220000 | 3489.500000 | -321.500000 | -8.440000 | 3810.999990 |
| Ovzon | 52 | -3.830000 | 2870.400000 | -491.600000 | -14.620000 | 3361.999992 |
| TOTAL | 46016.990000 | -871.580000 | -2.50583% | 46888.564618 |
Updated:¶
'2023-01-19 10:49:45.002502'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
